Heritage Family Offices’s ExxonMobil XOM Stock Holding History

Heritage Family Offices’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$921K	Buy	6,733 +929	+16%	+$139K	0.36%	65
2026 Q1	$985K	Buy	5,804 +2,790	+93%	+$407K	0.44%	61
2025 Q4	$363K	Buy	3,014 +589	+24%	+$68.3K	0.16%	121
2025 Q3	$273K	Sell	2,425 -38	-2%	-$4.22K	0.13%	154
2025 Q2	$290K	Hold	2,463	–	–	0.15%	127
2025 Q1	$293K	Buy	2,463 +15	+0.6%	+$1.66K	0.15%	125
2024 Q4	$263K	Buy	2,448 +14	+0.6%	+$1.64K	0.13%	144
2024 Q3	$285K	Buy	2,434 +14	+0.6%	+$1.62K	0.15%	140
2024 Q2	$279K	Buy	+2,420	New	+$282K	0.15%	126

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Heritage Family Offices's XOM Position: Q2 2026 in Review

Heritage Family Offices increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 6,733 shares worth $921K. The position accounts for 0.36% of the portfolio, ranked #65.

Heritage Family Offices first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $985K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Heritage Family Offices held 6,733 shares of ExxonMobil worth $921K as of Q2 2026.
Heritage Family Offices bought 929 ExxonMobil shares in Q2 2026, an estimated $139K.
ExxonMobil made up 0.36% of Heritage Family Offices's portfolio in Q2 2026, its #65 holding.
Heritage Family Offices first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's ExxonMobil position peaked at $985K in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.